We are finding that there is growing interest amongst individuals wanting to learn more about tax efficient and effective charitable giving and the options available to them as donors. Good advice in this area is important – and their professional advisor is often their first point of contact for guidance.
In response, we have launched a new guide Information for Professional Advisors to support those advising clients on matters relating to charitable giving.
The guide provides information on a range of options for clients, including those who are interested in:
- Leaving a legacy or gift in their will
- Setting up a personal fund
- Transferring the burden of managing a charitable trust
- Setting up an ‘In memory’ fund
Whether you are a lawyer, accountant, financial planner, investment adviser or have a specific interest in the technical aspects of planned giving, by combining your expertise with our experience in advising on philanthropy, together, we can find the most appropriate solution for your client – ensuring that they fully understand the various options available to them.
To request a copy of the pack, please contact Anna Douglas, Development & Marketing Manager by email. Alternatively, please contact Graham Tuttle or Anna Douglas on 01603 623958.
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